EFPA España is the Spanish Association of Financial Advisors and Planners, with over 35,000 members. Established in 2000, EFPA España is closely linked to the creation of the European Financial Planning Association (EFPA). It serves as an independent platform that brings together professionals dedicated to financial advice and planning in our country.

Professionals from banks, savings banks, securities and brokerage firms, EAFIs, investment management companies, insurance companies, agent networks, professional firms, and others, as well as independent professionals, can become members of EFPA España. EFPA is the European Association of professionals in personal financial advice and planning. It was founded in Rotterdam, Netherlands as a non-profit and financially independent institution.

EFPA was created to ensure the proper development of the profession and to unite the interests of investors, institutions, and professionals at a European level. Through its relationships with regulators, institutions, consumer organizations, and its commitment to ethical behavior and service quality, EFPA is at the forefront of promoting and advancing the profession of Financial Advisory. For more information and to contact EFPA España, visit their website or reach out via email, telephone, or Skype